$818 Million is the total value of Legacy Wealth Management, Inc's 19 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $175,447,000 | -17.8% | 844,469 | -1.1% | 21.45% | -15.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $71,921,000 | -16.2% | 317,911 | -0.6% | 8.79% | -14.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $10,484,000 | -17.7% | 61,906 | -0.2% | 1.28% | -15.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,697,000 | -20.0% | 9,801 | -4.2% | 0.45% | -18.1% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $3,553,000 | -87.9% | 74,231 | -87.2% | 0.43% | -87.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $483,000 | -28.7% | 1,275 | -14.6% | 0.06% | -27.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 73.9% |
| ISHARES TR | 42 | Q3 2023 | 11.4% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 1.3% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 1.7% |
| SCHWAB STRATEGIC TR | 37 | Q3 2023 | 4.0% |
| ISHARES TR | 36 | Q3 2023 | 21.1% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 31 | Q3 2023 | 5.4% |
| ISHARES TR | 30 | Q3 2023 | 8.8% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 1.4% |
View Legacy Wealth Management, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-19 |
View Legacy Wealth Management, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.